+460.5%
LRCX vs HDB
-38.7%
+499.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.3% | -0.7% |
| 7D | +9.5% | -4.9% | +14.4% | +11.8% |
| 30D | +3.1% | -5.8% | +8.9% | +5.5% |
| 3M | -3.4% | -5.2% | +1.8% | -2.3% |
| 6M | +49.7% | -25.7% | +75.4% | +68.7% |
| YTD | +84.9% | -39.6% | +124.4% | +127.5% |
| 1Y | +200.8% | -36.9% | +237.7% | +261.4% |
| 3Y | +385.1% | -29.7% | +414.8% | +436.1% |
| 5Y | +460.5% | -37.8% | +498.3% | +535.2% |
| All | +460.5% | -38.7% | +499.2% | +535.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HDB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling